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SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Tel: 317-975-5033
111 Congressional Blvd.,
Suite 100
Carmel, Indiana  46032

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SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based financial advisory firm with nearly $4,946,760,100 in assets under management and provides investment advisory services for 2231 clients. There are currently 42 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

288623

SEC#:

801-112009

No. of Clients:

2231

Assets under Management

$4,946,760,100

No. of Advisors:

42

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